Automation Hack: Extract Data From Emails

Previously, we took a look at some key automation habits to integrate into your workflows, which had the potential to offer hours of time back to you (and your team) on a weekly basis. 

Now, we kick it up yet another notch with our latest Automation Hack and its magic wizardry. With some nifty automation setups and a clear understanding of what constitutes valuable customer data to your business, this Automation Hack brings the ability to extract key data from incoming emails and send it directly to your system of choice. 

This is a powerful tool that can be customised to the needs of any workflow or management system, and is shaped around identifying specific data points that act as automation triggers. 

If your incoming emails bring with them a multitude of crucial leads, automating the process of moving that data into your CRM, or alternative system, is a powerful way to reduce the risk of failing to engage. Let’s say you’re currently set up to capture...

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Carrying Out an Automation Audit

Sometimes, automation gets the short end of the stick. When misinterpreted, people speak of automation with fear – as something negative that will play a part in disrupting economies through the reduction of jobs available for a human workforce. However, this is a short-sighted approach to automation. In fact, when automation is used well, it’s far less about replacing people, and much more about empowering them – removing repetitive manual tasks and allowing them to focus on their core role and on their clients with a refined understanding of their strengths and abilities.

When automation is embraced in a workplace or business, it can significantly increase productivity and profitability.CLICK TO TWEET

Automation can be implemented on scales large and small, but every layer of automation that’s added in a way that complements your business will bring with it marked changes and improvements in the way your team operates.

Beginning to understand how...

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